Institutions / Retirement Wealth Solutions LLC
Retirement Wealth Solutions LLC
CIK 2044741 · Institution · as of Dec 31, 2025
Portfolio value
$158.24M
Positions
760
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 760 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $25.90M | 16.4% |
| Vanguard Tax-Managed Fds | $15.37M | 9.7% |
| iShares Tr | $13.80M | 8.7% |
| Vanguard Intl Equity Index F | $6.49M | 4.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $6.25M | 3.9% |
| Vanguard Charlotte Fds | $6.19M | 3.9% |
| Vanguard Bd Index Fds | $5.56M | 3.5% |
| iShares Tr | $5.40M | 3.4% |
| iShares Tr | $5.23M | 3.3% |
| iShares Inc | $4.73M | 3.0% |
| iShares Tr | $4.47M | 2.8% |
| iShares Tr | $3.85M | 2.4% |
| Vanguard Index Fds | $3.63M | 2.3% |
| iShares Tr | $2.85M | 1.8% |
| BlackRock ETF Trust | $2.63M | 1.7% |
| iShares MSCI UAE ETF | $2.61M | 1.7% |
| Vanguard Scottsdale Fds | $2.55M | 1.6% |
| Vanguard Bd Index Fds | $2.47M | 1.6% |
| iShares Tr | $2.46M | 1.6% |
| Vanguard Bd Index Fds | $2.40M | 1.5% |
| iShares Tr | $1.77M | 1.1% |
| BlackRock ETF Trust | $1.72M | 1.1% |
| iShares Tr | $1.57M | 1.0% |
| iShares MSCI UAE ETF | $1.51M | 1.0% |
| iShares Tr | $1.47M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.